UBS Group

UBS Group Portfolio holdings

AUM $452B
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Return
-1.4%
1 Year Return
+9.3%
3 Year Return
+28.61%
5 Year Return
+101.42%
10 Year Return
+153.44%
AUM
$452B
AUM Growth
+$5.56B
Cap. Flow
+$20.5B
Cap. Flow %
4.55%
Top 10 Hldgs %
16.72%
Holding
9,610
New
934
Increased
4,197
Reduced
3,483
Closed
742

Top Buys

1
$1.56B
2
$585M
3
$582M
4
$514M
5
$510M

Top Sells

1
$660M
2
$549M
3
$513M
4
$480M
5
$458M

Sector Composition

1Technology19.91%
2Financials12.02%
3Healthcare8.45%
4Consumer Discretionary8.12%
5Industrials7.77%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$34.5K﹤0.01%
+1,398
 New
+$34.5K
$34.4K﹤0.01% 8,944
+5,641
+171%
+$21.7K
$34.4K﹤0.01%
+3,062
 New
+$34.4K
$34.1K﹤0.01%
+1,715
 New
+$34.1K
$34K﹤0.01%
+2,041
 New
+$34K
$33.9K﹤0.01% 2,359
-1,285
-35%
-$18.5K
$33.8K﹤0.01% 893
+748
+516%
+$28.3K
$33.8K﹤0.01% 116,464
+30,419
+35%
+$8.82K
$33.7K﹤0.01% 1,200
+1,150
+2,300%
+$32.3K
$33.7K﹤0.01%
+1,352
 New
+$33.7K
$33.6K﹤0.01%
+768
 New
+$33.6K
$33.6K﹤0.01% 19,322
-13,725
-42%
-$23.9K
$33.6K﹤0.01% 4,488
+4,480
+56,000%
+$33.6K
$33.5K﹤0.01% 31,054
+22,193
+250%
+$24K
$33.5K﹤0.01% 37,543
-29,150
-44%
-$26K
$33.4K﹤0.01% 2,110
+1,822
+633%
+$28.9K
$33.4K﹤0.01% 10,583
-6,096
-37%
-$19.3K
$33.2K﹤0.01%
+3,300
 New
+$33.2K
$33.2K﹤0.01%
+3,374
 New
+$33.2K
$33.2K﹤0.01% 1,343
-3,639
-73%
-$89.8K
$33.1K﹤0.01% 683
-993
-59%
-$48.1K
$33.1K﹤0.01% 71,160
+21,000
+42%
+$9.77K
$33.1K﹤0.01% 89,670
+46,322
+107%
+$17.1K
$33.1K﹤0.01% 1,708
-1,700
-50%
-$32.9K
$33.1K﹤0.01% 108,405
+74,871
+223%
+$22.8K
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